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Product Catalog 2.0
Scope
How to configure self-serve calendar billing for digital products?
How to specify the self-serve calendar billing configuration only on subscription activation events?
Do I have the option to apply self-serve Calendar billing only for specific plans?
Summary
**Chargebee's self-serve Calendar Billing feature, allows you to configure the settings from the Chargebee UI. First to enable self-serve Calendar Billing for your Chargebee site, contact support. **Once the **self-serve calendar billing is enabled on your site, follow the steps below.
Step 1: Click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.
Step 2: For the product shippable option select No.
Step 3: Under Enable Proration option if you want to adjust credits, toggle On or Off. Click here for more information.
Step 4: In the Set proration select
Immediate Alignment
Delayed Alignment
Refer to this [link](https://www.chargebee.com/docs/2.0/calendar-billing.html#alignment-of-billing-date) for more information.
Solution
There are 3 stages to enable self-serve Calendar billing for your site.
Stage 1
To enable self-serve Calendar Billing for your Chargebee site, contact support.
Once enabled click Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Calendar Billing and click Enable.
Step 2: Is your product shippable setting by clicking the drop-down to select No.
Step 3: Enable the toggle On under Enable Proration option if you want to adjust credits when a subscription is created or changed outside of the billing date range, if not Off. Click here for more information.
Step 4: In the Set proration method, select any of the following options as per your business:
Step 5: Under Cut-off days specify the number of days during which a single invoice is generated between two billing periods for Weekly, Monthly, and Yearly billing frequency.
**
Stage 2
Site-wide Billing
Configure billing logic to change your site's default billing date. This overrides your current billing settings for all customers and plans.
To configure site-wide billing that applies to all plans and addons in your Chargebee site, follow these steps:
On the self-serve Calendar Billing configuration page, click Set up Calendar Billing for your site > Add a site-wide billing frequency.
On the Configure site-wide settings pop-up, specify the following details:
Select billing trigger type: Select from the following billing trigger types from the drop-down list:
Select a day/date\n>Not set\n>Auto set"}" style="border-width: 1px; border-style: solid; border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); border-image: initial; overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-family: "Helvetica Neue"; font-size: 14px; width: 37.5522%;">>Select a day/date >Not set >Auto set | Select a day/date\n>Not set\n>Auto set"}" style="border-width: 1px; border-style: solid; border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); border-image: initial; overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-family: "Helvetica Neue"; font-size: 14px;">>Select a day/date >Not set >Auto set |
A subscription is created\n>A subscription is activated\n>A change is made to an existing subscription\n>An existing subscription is renewed"}" style="border-width: 1px; border-style: solid; border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); border-image: initial; overflow: hidden; padding: 2px 3px; vertical-align: bottom; white-space: normal; overflow-wrap: break-word; font-family: "Helvetica Neue"; font-size: 14px;">>A subscription is created >A subscription is activated >A change is made to an existing subscription >An existing subscription is renewed | |
**Set a recurring billing day
Sample 1: Standard Site-wide monthly billing on the 6th of every month
Sample 2: Advanced site-wide weekly billing configured for Subscription created, Subscription-activated events occur between (Wednesday to Saturday)
Stage 3
Plan-specific Billing
Set up custom billing logic for specific plans. Plan-specific billing settings will override any other billing configurations on your site.
To configure self-serve calendar billing settings to specific plans on your Chargebee site, follow these steps:
On the Calendar Billing configuration page, click Set up Calendar Billing for specific plans > Add a plan-specific billing frequency.
On the Configure site-wide settings pop-up, specify the following details:
Weekly\n>Monthly\n>Yearly"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: top; overflow-wrap: break-word; color: rgba(222, 0, 0, 0); font-family: "Helvetica Neue"; width: 36.2676%;">Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly | Weekly\n>Monthly\n>Yearly"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; overflow-wrap: break-word; color: rgba(222, 0, 0, 0); font-family: "Helvetica Neue"; width: 36.6901%;">Select from the applicable billing frequency that is configured on your Chargebee site. >Weekly >Monthly >Yearly |
Select a day/date\n>Not set\n>Auto set"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-weight: bold; font-family: "Helvetica Neue"; width: 36.2676%;">>Select a day/date >Not set >Auto set | Select a day/date\n>Not set\n>Auto set"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-weight: bold; font-family: "Helvetica Neue"; width: 36.6901%;">>Select a day/date >Not set >Auto set |
A subscription is created\n>A subscription is activated\n>A change is made to an existing subscription\n>An existing subscription is renewed"}" style="border-color: rgb(204, 204, 204) rgb(0, 0, 0) rgb(0, 0, 0) rgb(204, 204, 204); overflow: hidden; padding: 2px 3px; vertical-align: bottom; font-weight: bold; overflow-wrap: break-word; font-family: "Helvetica Neue"; width: 36.6901%;">>A subscription is created >A subscription is activated >A change is made to an existing subscription >An existing subscription is renewed | |
**Set a recurring billing day
Sample 1: Standard Monthly plan-specific alignment with the subscription's first purchase
**Sample 2: Advanced Yearly plan-specific alignment - API **Yearly billing configured for Existing Subscription Change, Existing Subscription renewed events occur between (15 to 30)
Selecting the Plans page on PC 1.0
Selecting the Plans page on PC 2.0
You can select the plans by choosing specifically Family lists and Currency lists configured.
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